KYLE OLSON, CFP®, ChFC®
Managing Director
Kyle primarily serves our Big 4 tax, audit and consulting clients, seeking to first understand what matters most to them and then helping them plan for and achieve their financial goals. He also provides a leadership role for the firm’s wealth management division and is a partner in the firm.
Kyle is a Certified Financial Planner™ and Chartered Financial Consultant® with over 15 years of experience. Since joining QA in 2010, he has focused on our Big 4 clients, gaining a deep knowledge of their complex pensions, capital and other benefits to effectively help them plan and invest. Kyle has a BS in finance from North Park University in Chicago.
Kyle enjoys downhill skiing as well as hiking with his wife Tricia, their three children and dog Dakota. He also mentors high school students at his church and is invested in helping the people of Nicaragua, including traveling there every couple of years to help several families he is connected with.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® and CASL® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.